See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,709 | $87,870+187.6% | $113,168+123.3% | $74,304+240.1% |
| Participation rate | 28.8% | 70.7%-42.0pp | 76.6%-47.8pp | 60.3%-31.6pp |
| Annual return | 15.05% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,510 | $4,241-40.8% | $5,107-50.9% | $3,767-33.4% |
| Admin fee / account holder | $1,385 | $3,368-58.9% | $12,068-88.5% | $2,969-53.4% |